How to Check SBI Life Insurance Policy Details?

Anubhav Dwivedi -
  • SBI Life Insurance is one of the most trusted names in the insurance sector in India, offering a range of insurance products to meet various life stages and financial goals. Whether it’s for term insurance, savings plans, or retirement, policyholders often need to check their policy details for premium payments, policy status, or claims. SBI Life offers multiple ways to access this information—through their app, online portals, and other traditional methods.

In this guide, we will walk you through the different methods to check your SBI Life Insurance policy details easily and conveniently.

Methods to Check SBI Life Insurance Policy Details:

There are multiple methods available for checking the details of your SBI Life Insurance policy. You can choose the one that best suits your needs.

Through the SBI Life Easy Access Mobile App:

One of the most convenient methods to check your policy details is through the SBI Life Easy Access mobile app. Here’s how you can do it:

Steps to Check SBI Life Policy Details on the App:

Download the App:

Register/Login:

  • If you are a new user, register using your policy number, date of birth, and registered mobile number.
  • Existing users can log in using their credentials.

Navigate to Policy Information:

  • After logging in, the home screen will display your policies under the ‘My Policies’ section.
  • Click on the specific policy you want to check.

View Details:

  • You can now view your policy status, premium due date, sum assured, next payment details, and more.
  • The app also allows you to download premium receipts and policy documents.
Key Features of the App:
  • Quick access to policy details.
  • Download policy-related documents (premium receipts, policy documents, etc.).
  • Make premium payments.
  • Raise a service request or initiate claims.

Through the SBI Life Official Website:

For those who prefer using a web browser, the SBI Life Insurance website offers a seamless process to check your policy details. Here's how you can access it:

Steps to Check Policy Details Online:

Visit the SBI Life Website:

Login/Registration:

  • If you're a registered user, click on ‘Customer Login’ at the top of the page and enter your credentials.
  • If you are a new user, click on ‘Register Now’ and complete the registration process using your policy number, date of birth, and mobile number.

Check Your Policy:

  • After logging in, navigate to the ‘My Policy’ section.
  • You will be able to view all your policies linked with SBI Life under your account.

View Details:

  • Click on the specific policy you want to view. You’ll find information like the policy status, sum assured, premium due dates, and other important details.
Additional Features:
  • Make premium payments online.
  • Download important documents.
  • Track your claims status.
  • Update personal information.

Via SMS Service:

SBI Life Insurance provides a simple and efficient way to check your policy details via SMS. You can get quick updates on your policy by sending a predefined message.

Steps to Check Policy Details via SMS:

Send an SMS:

  • From your registered mobile number, Send an SMS with the text 'POLSTATUS <space> your policy number' to 56161 or 9250001848 from your registered mobile number.

Example: POLSTATUS 123456789

Receive Details:

  • You will receive an SMS with key details of your policy such as the policy status, premium due date, and sum assured.
Advantages:
  • No need for internet access.
  • Simple and quick process.
  • Suitable for users without smartphones or access to the SBI Life app.

Through Customer Care:

You can also contact SBI Life Insurance customer care to inquire about your policy details.

Steps to Check Policy Details through Customer Care:

Call the Toll-Free Number:

  • Dial the toll-free number 1800 267 9090 from your registered mobile number.

Provide Your Policy Number:

  • Share your policy number and other identification details (like your date of birth) with the customer care executive.

Get Your Details:

  • The executive will provide you with the necessary details such as policy status, premium due date, sum assured, and next payment date.
Other Ways to Reach Customer Care:
  • Email: Send an email to info@sbilife.co.in with your policy number and other required details.
  • Chat Support: Use the chat option on the SBI Life Insurance website to communicate with a customer care executive in real time.

Visiting the Branch:

If you prefer in-person interactions, you can visit the nearest SBI Life branch to check your policy details.

Steps to Check Policy Details at a Branch:

Locate the Nearest Branch:

  • Use the branch locator tool on the SBI Life website to find the nearest branch.

Carry Necessary Documents:

  • Ensure you carry your policy documents and valid identification proof (such as your Aadhaar card or PAN card).

Meet the Executive:

  • A customer service representative at the branch will help you with your policy inquiry and provide you with printed copies of your policy details if required.
Benefits of Visiting a Branch:
  • Face-to-face interaction.
  • Assistance with complex policy-related queries.
  • Document submission or claims processing assistance.

Through Email:

SBI Life Insurance also allows you to check your policy details through email communication.

Steps to Check Policy Details via Email:

Compose an Email:

  • Send an email to info@sbilife.co.in with the subject line ‘Policy Details Request’.
  • In the email body, include your policy number, name, and registered mobile number.

Receive the Details:

  • SBI Life Insurance will respond to your email with the policy details such as the status, premium due date, and sum assured.

Conclusion:

  • SBI Life Insurance offers several convenient ways for policyholders to check their policy details, whether through their mobile app, official website, SMS, customer care, or in-person at a branch. Each method is designed to be user-friendly, making it easy for you to access essential information about your policy anytime, anywhere.

Here are some ways to check your SBI Life Insurance policy through customer care:

  • Call the toll-free number: You can call SBI Life's customer care at 1800 267 9090 from 9 AM to 9 PM for assistance regarding your policy details.
  • Send an SMS: Text POLSTATUS (space) followed by your Policy Number to 56161 or 9250001848 to get an update on your policy status.
  • Log in to the SmartCare Portal: Visit the SmartCare Portal on the SBI Life Insurance website, log in, and check your policy status and other details.
  • Missed Call Services:
  • Update personal details: Give a missed call to 022-62458512.
  • Update on policy not received: Missed call to 022-62458502.
  • Premium paid certificate: Missed call to 022-62458504.
  • Know your fund value: Missed call to 022-62458501.
  • Update on renewal premium payment: Missed call to 022-62458511.
  • Get E-policy bond: Missed call to 022-62458513.

Email Support: You can also email SBI Life at info@sbilife.co.in for any queries regarding your policy.

Visit a Branch: Alternatively, you can visit your nearest SBI Life office for assistance.

FAQs:

How can I register for the SBI Life Easy Access app?

  • You can download the app from the Google Play Store or Apple App Store. Once installed, click on the "New User" option and register using your policy number, date of birth, and mobile number.

How can I check my SBI Life policy details?

  • Visit the official SBI Life website and log in to your account using your policy number and registered mobile number or password. After logging in, navigate to the 'MY POLICY' section. Here, you can access detailed information about your policy, including:
  • Policy Status: Whether it's active or inactive.
  • Premium Due Dates: To keep track of upcoming payments.
  • Coverage Details: Current coverage and benefits associated with your policy.

How do I find my life insurance policy details?

  • You can call the customer care of the insurance company, provide your policy number to the executive, and inquire about the current status of your life insurance policy.
  • Alternatively, you can visit the insurer's branch office. By quoting your policy number, the branch representative will give you all the details related to your policy, including its status, coverage, and benefits.

How to check insurance policy details with policy number?

  • Call your insurance company and provide either your car registration number or policy number to retrieve your insurance details.
  • Alternatively, you can visit the insurer's office in person, where you can give your policy number to get all the relevant information regarding your policy, including its status and coverage.

Is there any charge for using the SMS service to check policy details?

  • Yes, standard SMS charges may apply, depending on your network provider.

What if I forget my login credentials for the SBI Life website?

  • You can click on the ‘Forgot Password’ option on the login page and follow the steps to reset your password by entering your registered email or mobile number.

Can I check the status of my claims through these methods?

  • Yes, both the SBI Life Easy Access app and the website allow you to check your claims status in addition to your policy details.

How frequently should I check my policy details?

  • It is advisable to check your policy details at least once every six months, especially before premium due dates or if you are planning to make changes to your policy.

What do I do if my policy details are incorrect?

  • If you find any discrepancies in your policy details, you should immediately contact SBI Life Insurance customer care or visit the nearest branch for resolution.

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